OUR PEOPLE

Our team of dedicated professionals has been brought together specifically to meet the needs of the business’s client niche.

They have been drawn from a diverse range of backgrounds, sharing a passion for delivering the highest level of professional service, and demonstrating the values of Mercury Private.

TIM EUSTACE – PRINCIPAL ADVISER

After graduating from the University of Canterbury (NZ) and being admitted to the Bar, Tim entered the stockbroking industry in 1984. After dealing in both gilts (bonds) and equities initially in Auckland and later with Hoare Govett in London, Tim began advising in Sydney in 1989, moving to Potter Warburg in 1997, before founding Grosvenor Financial Services in 2000. After Grosvenor was sold to ASX-listed Perpetual in 2009, Tim worked through an earn-out period before establishing Mercury Private in 2015. Tim holds a CFP and as part of a busy professional life sits as a Trustee on a number of charitable trusts.

MARGARET BLUNDEN – CHIEF EXECUTIVE OFFICER

Margaret is a qualified Chartered Accountant and started her career in KPMG Sydney and Toronto. Margaret then moved to the banking and finance industry in late 1980’s and has nearly 30 years of extensive financial services experience including operations, risk management, private wealth management, client service, mergers and acquisitions, business integrations, transformation and change management. Before joining Grosvenor Financial Services in 2008 as the CEO, Margaret had run large global operations teams for the Commonwealth Bank’s Global Market Operations and CommSec Operations. Margaret also had experience as a Board member on various boards including the Australian Financial Operations Association, Newington College Foundation and Australian Ice Racing (a National Sporting Organisation of a Winter Olympic Sport). She has completed the Company Directors Course with the Australian Institute of Company Directors and she is also a Justice of Peace.

ANNA-LUCIA MACKAY - CHAIR, BOARD OF ADVICE

Anna-Lucia joined the Mercury Private Board of Advice as Chairperson in July 2015 and prior to Mercury Private, worked with Grosvenor Financial Services for over ten years. Anna-Lucia is a highly acclaimed educator, writer and consultant in the fields of Leadership, Business and Emotional Intelligence. Educated in the United Kingdom, Middle East and Australia, over the last 20 years she has consulted, trained and spoken to many of the world’s leading corporations. Today she is a Moderator at Harvard Business School (Pub) in the fields of Strategy, Leadership and Communications, and speaks regularly to global business leaders and at leading industry events. Anna-Lucia is the bestselling author of “The Four Mindsets – How to Influence, Motivate and Lead a High-Performance Team” (Wiley 2015) – which is now sold in over 25 countries. In 2012 she was recognised for her work, as a finalist for The Telstra Business Woman of the year Awards and serves as a Non-Executive Director and Board Chair.

SAM BEASLEY – MEMBER, BOARD OF ADVICE

Sam Beasley joined the Mercury Private Board of Advice in July 2015, and is an experienced business management consultant, business owner, chairman, board member and performance evaluator of numerous SMEs, professional firms and government organisations. Sam has extensive experience and interest in financial performance, monitoring and management and the development of strategic business plans. With extensive exposure to all aspects of business management including reviewing and developing governance and management structures, implementing remuneration schemes, introducing entry and exit models, Sam has spent decades mentoring and coaching Board members, CEOs and senior staff.

MONICA THOMPSON – CHIEF INVESTMENT OFFICER

After starting her career in London as an assistant economist for Bank of Tokyo in 1986, Monica moved to Sun Life Investment Management to work as an investment analyst and fund manager. During her career at Sun Life, Monica was instrumental in creating the strategy for smaller companies and managed the Sun Life UK Smaller Companies valued at GBP300m. Post AXA’s acquisition of Sun Life, Monica advised and managed 10 offshore and onshore unit trusts valued GBP500M. Following her move to Sydney in 2000, Monica worked with MLC and assisted with the launch of MLC Implemented Consulting. Monica joined Grosvenor Financial Services in 2004 as an investment manager responsible for asset allocation, researching equities, property (including unlisted property and AREITs) and structured products. Monica brings over 25 years of experience in the financial markets of London and Sydney in joining Mercury Private.

ANDREW BARROS – SENIOR PORTFOLIO ADVISER

Andrew has a decade’s worth of experience in the wealth management industry following an education at universities in both Australia and Europe. Prior to joining Mercury Private, Andrew advised and managed the affairs of a niche group of high-net-worth clients and their families. Having started his career at Grosvenor Financial Services, Andrew has also worked as an investment analyst across various asset classes, analysing domestic and international companies listed on various stock markets, hedge funds and property syndications.

DAVID WILSON – SENIOR CLIENT ADVISER

Dave began his career in the finance industry in the UK, joining a boutique financial advisory firm in 2000. Having obtained his Financial Planning Certificates, David spent two years with Ernst & Young Financial Management as a technical adviser for a client base of high net worth individuals. David moved to Australia in 2004 and joined Grosvenor Financial Services. Since 2009, in his capacity as Adviser, David has been assisting clients and their families to identify their financial goals and objectives and putting in place the most appropriate strategies to help them to achieve those goals. David’s qualifications include the Advanced Diploma of Financial Planning and Diploma of Finance and Mortgage Broking Management, and he has also completed the ACS Accredited Aged Care Professional program.

IAIN DAVIDSON - CLIENT ADVISER

After beginning his career in accounting, Iain moved into financial advising, joining ANZ Private Bank and Investec Bank (Australia), which later became Lipman Burgon & Partners. During this time, Iain has advised and managed the affairs of a niche group of ultra-high-net-worth clients and their families. Iain has over a decade’s experience in the financial markets and wealth management spanning multiple disciplines including investment advice, taxation planning, superannuation, structuring, asset protection, and estate planning. His responsibilities have also incorporated analysing and providing recommendations on domestic and international equities, fixed income assets, managed funds, private equity and hedge funds and property syndications. Iain’s qualifications include a Masters of Applied Finance in Investment Management and Financial Planning and a BA in Organisational Psychology. He is a also Certified Financial Planner (CFP) and a Justice of the Peace.

GARTH CECIL – CLIENT ADVISER

Garth graduated from La Trobe University with a Bachelor of Finance and Bachelor of Accounting and, before pursuing wealth management, held roles in consulting, and fraud prevention at one of the major banks. Prior to joining Mercury Private in 2017, Garth was an adviser with a private wealth firm in Melbourne where his role focussed on portfolio analysis and design, as well as sitting on the firm’s investment committee. Garth enjoys utilising balance sheet focussed strategies and structuring to ensure that clients’ wealth is housed and grown safely, tax effectively, and in a manner that facilitates effective intergenerational transfer.

KAPIL MISTRY – ASSOCIATE ADVISER

During the completion of his Bachelor of Commerce degree at the University of New South Wales, Kapil worked at a boutique financial advisory firm focussing on advising clients with Self-Managed Super Funds where he developed extensive knowledge in wealth planning, superannuation, and risk protection. Since graduating and joining Mercury Private, Kapil now builds and implements individually tailored strategies to assist high-net-worth clients attain their financial goals and objectives. Kapil has also completed his Advanced Diploma of Financial Planning.

KUNAL GUPTA - TAX and ACCOUNTING MANAGER

Kunal is a Certified Practising Accountant (CPA) and Registered Tax Agent with over 10 years' experience in tax and accounting. Prior to joining Mercury Private, Kunal has held several tax and accounting roles for boutique and top mid-tier accounting firms. Enjoying a wide range of industry experience working with small to large businesses, Kunal is well versed in areas of Income Tax, Goods and Services Tax, Fringe Benefits Tax, Superannuation, Indirect Taxes and R&D Tax Incentive. He has a practical approach to his work and is focused on developing strong relationships with clients and working jointly with key parties to provide a high level of service.

FIND US

Level 13, Gateway Building,
1 Macquarie Place, Sydney NSW 2000
PO Box R203, Royal Exchange NSW 1225

CALL US

Phone. (02) 9152 8900

Facsimile. (02) 9152 8999

SEND US A MESSAGE

Email. info@mercuryprivate.com.au

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